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Spahn Wealth & Retirement’s JPMorgan Chase JPM Stock Holding History

Spahn Wealth & Retirement’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.74M Sell
11,441
-80
-0.7% -$24.8K 2.41% 17
2026
Q1 		$3.39M Hold
11,521
– – 4.31% 12
2025
Q4 		$3.71M Buy
11,521
+163
+1% +$50.5K 2.3% 17
2025
Q3 		$3.58M Sell
11,358
-248
-2% -$73.8K 2.12% 19
2025
Q2 		$3.36M Buy
+11,606
New +$2.96M 2.16% 20

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Spahn Wealth & Retirement's JPM Position: Q2 2026 in Review

Spahn Wealth & Retirement reduced its JPMorgan Chase (JPM) stake by 0.69% in Q2 2026, selling an estimated $24.8K and leaving 11,441 shares worth $3.74M. The position accounts for 2.41% of the portfolio, ranked #17.

Spahn Wealth & Retirement first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Spahn Wealth & Retirement held 11,441 shares of JPMorgan Chase worth $3.74M as of Q2 2026.
  • Spahn Wealth & Retirement sold 80 JPMorgan Chase shares in Q2 2026, an estimated $24.8K.
  • JPMorgan Chase made up 2.41% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #17 holding.
  • Spahn Wealth & Retirement first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.